Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$230K Hold
2024
Q1
$287K Sell
2023
Q4
$405K Hold
2023
Q3
$357K Buy
2023
Q2
$412K Hold
2023
Q1
$458K Hold
2022
Q4
$437K Hold
2022
Q3
$310K Hold
2022
Q2
$381K Hold
2022
Q1
$502K Hold
2021
Q4
$622K Hold
2021
Q3
$542K Buy
2021
Q2
$576K Sell
2021
Q1
$496K Hold
2020
Q4
$528K Buy